AppFolio (NASDAQ:APPF) Price Target Cut to $290.00 by Analysts at Keefe, Bruyette & Woods

AppFolio (NASDAQ:APPF) had its price objective reduced by investment analysts at Keefe, Bruyette & Woods from $311.00 to $290.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the software maker’s stock. Keefe, Bruyette & Woods’ price target would suggest a potential upside of 40.03% from the stock’s current price.

A number of other equities analysts have also recently weighed in on APPF. Weiss Ratings cut shares of AppFolio from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, January 16th. Wells Fargo & Company restated a “buy” rating on shares of AppFolio in a research report on Thursday, January 15th. DA Davidson reiterated a “buy” rating and set a $325.00 price target on shares of AppFolio in a research report on Wednesday, November 19th. William Blair restated an “outperform” rating on shares of AppFolio in a report on Friday. Finally, UBS Group set a $260.00 price objective on AppFolio and gave the stock a “buy” rating in a report on Friday. Eight equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $280.83.

AppFolio Trading Down 5.0%

Shares of APPF stock opened at $207.10 on Friday. The stock has a 50 day simple moving average of $227.86 and a 200-day simple moving average of $249.87. The company has a market cap of $7.44 billion, a price-to-earnings ratio of 37.18 and a beta of 0.78. AppFolio has a 12-month low of $190.24 and a 12-month high of $326.04.

AppFolio (NASDAQ:APPF) last announced its quarterly earnings data on Thursday, October 30th. The software maker reported $1.31 earnings per share for the quarter, missing analysts’ consensus estimates of $1.45 by ($0.14). AppFolio had a return on equity of 25.97% and a net margin of 22.48%.The business had revenue of $249.35 million for the quarter, compared to analyst estimates of $245.39 million. During the same period in the prior year, the company earned $1.29 EPS. The company’s revenue was up 21.2% on a year-over-year basis. On average, equities analysts forecast that AppFolio will post 3.96 earnings per share for the current fiscal year.

Insider Activity at AppFolio

In related news, CEO William Shane Trigg sold 3,947 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $240.45, for a total transaction of $949,056.15. Following the transaction, the chief executive officer owned 51,530 shares of the company’s stock, valued at approximately $12,390,388.50. This represents a 7.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Evan Pickering sold 334 shares of AppFolio stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $243.67, for a total transaction of $81,385.78. Following the completion of the sale, the general counsel directly owned 2,969 shares of the company’s stock, valued at $723,456.23. The trade was a 10.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 8,745 shares of company stock valued at $2,097,550. 4.68% of the stock is owned by insiders.

Hedge Funds Weigh In On AppFolio

Several institutional investors have recently added to or reduced their stakes in the business. Ashton Thomas Private Wealth LLC boosted its stake in AppFolio by 17.9% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 2,147 shares of the software maker’s stock worth $500,000 after buying an additional 326 shares during the last quarter. Pictet Asset Management Holding SA boosted its position in shares of AppFolio by 6.9% in the fourth quarter. Pictet Asset Management Holding SA now owns 3,395 shares of the software maker’s stock worth $790,000 after acquiring an additional 219 shares during the last quarter. State of Michigan Retirement System grew its holdings in AppFolio by 1.9% in the fourth quarter. State of Michigan Retirement System now owns 5,500 shares of the software maker’s stock valued at $1,280,000 after purchasing an additional 100 shares during the period. Sanctuary Advisors LLC increased its position in AppFolio by 10.0% during the fourth quarter. Sanctuary Advisors LLC now owns 944 shares of the software maker’s stock worth $220,000 after purchasing an additional 86 shares during the last quarter. Finally, Quent Capital LLC raised its stake in AppFolio by 22,763.6% during the fourth quarter. Quent Capital LLC now owns 5,030 shares of the software maker’s stock worth $1,170,000 after purchasing an additional 5,008 shares during the period. 85.19% of the stock is currently owned by institutional investors and hedge funds.

AppFolio News Summary

Here are the key news stories impacting AppFolio this week:

• Positive Sentiment: Q4 operating results showed continued revenue growth (~$248M) and strong profitability (high net margin and ROE), reinforcing that core business demand remains healthy. AppFolio Announces Fourth Quarter and Fiscal Year 2025 Financial Results
• Neutral Sentiment: Company highlighted AI-driven growth initiatives and adoption of a premium tier as the primary levers to reach 2026 targets — positive long term but execution‑dependent and unlikely to immediately change near‑term revenue trajectory. AppFolio outlines 2026 revenue target…
• Neutral Sentiment: Prepared remarks and the earnings call provide management’s commentary on product cadence and customer adoption; useful for gauging execution risk but not an immediate catalyst by itself. Q4 2025 Earnings Call Prepared Remarks Transcript
• Negative Sentiment: FY‑2026 revenue guidance of $1.10B–$1.12B was viewed as conservative versus investor expectations, prompting a pullback in the stock despite the quarter’s strength. The company’s EPS guidance was unclear in the update, adding to investor uncertainty. AppFolio shares slip over 4% as 2026 revenue guidance disappoints
• Negative Sentiment: Mixed headlines on quarterly EPS vs. estimates created short‑term confusion (some outlets reported beats, others reported misses), increasing volatility around the print and the guidance reaction. Refer to company release for authoritative figures. AppFolio Q4/FY2025 Press Release

AppFolio Company Profile

AppFolio, Inc is a Santa Barbara–based provider of cloud-based software solutions for the property management and legal industries. Founded in 2006 by former software executives, the company went public on the NASDAQ under the symbol APPF in 2015. Its original offering, AppFolio Property Manager, automates accounting, marketing, leasing, and maintenance functions for residential, commercial, student housing, and community association managers.

In 2019, AppFolio expanded its portfolio with the acquisition of MyCase, a web-based legal practice management platform for small to mid-size law firms.